Morningstar Direct alternatives

Paid 28 alternatives

Official website

Morningstar Direct is a web-based investment management software that offers you a wide range of features and tools to invest in potential opportunities. It provides you with the detailed insight and allows you to streamline all your processes. You can easily understand the market complexities through the research data provided by this software. The feature of this software is that it allows you to compare the various products and portfolios and find out the best option among all of them.

It allows you to access the historical data which you can analyze to analyze the various asset flows. Moreover, it guides you about all the potential threats and provides you with suggestions to convert those threats into opportunities. If you are looking for software to automate and manage your investment process and portfolio, then Morningstar Direct covers all your requirements and needs.

Ranked alternatives

1
BlackRock AladdinPaid
BlackRock Aladdin is an advanced-level portfolio management software that helps you to manage and view your daily investment under the guidance of highly trained investment professionals. It is flexible software and provides you with detailed reports so that you can get clarity on all the investment opportunities. You can use this software to understate the risk in each investment opportunity and get the estimated return on each risk.
Its interface is quite robust and user-friendly and you can view all the investment activities through a single screen. Moreover, it allows you to understand the future scenario on the investment such as climate change or global warming, etc. You can access the news section where you can read the latest updates related to investment. If you are looking for the software to manage all your investments and provide you with a complete portfolio, then BlackRock Aladdin would be the best option.
BlackRock Aladdin alternatives
2
Envestnet PlatformPaid
Envestnet Platform is an advanced-level platform that is used to find the best potential opportunities to invest and it helps you to optimize your processes related to wealth management. It offers you the advisor portal which you can use to reduce all your administrative tasks and focus on investment opportunities. You can access its manager portal for third-party strategies which helps you to manage the portfolios. Its interface is quite robust and comprehensive and monitors all the activities easily.
It provides you with accurate and detailed analytical reports that you can use to make your decisions. Moreover, it offers you the news about the latest issues and allows you to attend webinars and various financial events. Envestnet Platform is a complete solution and its other tools and features are financial planning, managing credit, investing protecting, advisor services, trust services, and many others.
Envestnet Platform alternatives
3
SAP Predictive AnalyticsPaid
SAP Predictive Analytics is a powerful and intelligent software solution that allows you to analyze and combine your data in such a way to get hidden and meaningful insight. It allows you to understand the importance of your data and find potential opportunities. The dashboard of this software is quite comprehensive and you can personalize based on the requirement and needs of your business or organization. You can access the analysis reports from its centralized dashboard and share them with your team members.
It provides you with excellent customer service and you can contact its customer team any time you want. Moreover, the installation and maintenance of this software are simple and your IT team easily takes care of this aspect. You can apply any statistical operation on your data and import the results which help you to take the various business decisions such as investment portfolio management etc. Therefore, SAP Predictive Analytics is the best software and provides you the results which allow you to get the future perspective of various situations.
SAP Predictive Analytics alternatives
4
Allvue LP Portfolio ManagementPaid
Allvue LP Portfolio Management is an intelligent and smart software solution that provides you with features and tools to manage the various aspects of the investment product and portfolios. It helps you to handle and manage the front, middle and back-office along with all the administrative activities of the investment portfolio. You can get complete insight and stats about the investment opportunity and make business decisions accurately. It allows you to handle the various assets through a single platform and helps you to find the new hidden opportunity.
It provides you with accurate figures after generating through rigorous analysis. You can apply can statistical operation to find the results in multiple dimensions. It effectively optimizes the model of cash flow and enhances the growth of your portfolio. Allvue LP Portfolio Management is the complete solution and effectively takes care of all the aspects of portfolio management.
Allvue LP Portfolio Management alternatives
5
SigFig Portfolio TrackerFree
SigFig Portfolio Tracker is a web-based tool presented by SigFig that allows you to manage, monitor, and track the various activities of the investments through a single screen. It is a flexible tool and capable of handling a large number of investment products and portfolios simultaneously. You can get the proper guidance to create the portfolio and successfully synchronized the brokerage account with the portfolio. It is an easy-to-use software and comes with flexible features.
It allows you to access the reports and statistical data which helps you to take business decisions quickly. Moreover, it displays all the facts and parameters related to the investment scenario such as bonds, shares, etc. If you are looking to track all your investment with potential opportunities, then SigFig Portfolio Tracker would be your perfect choice.
SigFig Portfolio Tracker alternatives
6
NaviPlan, by AdvicentPaid
NaviPlan, by Advicent is financial planning software that provides you with detailed insight and helps you to build an excellent investment portfolio. It allows you to analyze the cash flow of your business and helps you to achieve your goals. You can easily track all your investment activities and view the parameters on a dashboard in real-time. It offers you various statistical tools which you can use on your data to forecast the results. This software covers all the aspects from a single assessment to the retirement income scenarios.
It allows you to conduct an analysis of your cash flow and budgeting. NaviPlan, by Advicent is the perfect software because it takes care of the financial aspects and its other remarkable features are account aggregation, tax planning, asset allocation, risk tolerance, business planning, client portal, compliance workflow, client reports, equity compensation, estate planning, guided retirement, insurance planning, Monte-Carlo analysis, retirement income modelling, senior analysis, and many others.
NaviPlan, by Advicent alternatives
7
RightCapitalPaid
RightCapital is a web-based financial software solution that is used to manage the financial activities of the individual person as well as the whole organization. It allows you to develop retirement planning and you can conduct various analyses such as Monte Carlo simulation, stress tests, etc. You can also use this software for tax collection and get the proper guidance to save money. This software provides you with the tool of insurance review which you can use to find the perfect opportunity to ensure a successful solution.
It comes with the loan module which allows you to understand the various payment programs to the payment reduction. Moreover, it is an integrated software and it is integrated with various successful platforms such as Redtail, SmartOffice, Wealthbox, Albridge, etc. RightCapital takes care of all your financial needs and its other remarkable features are estate planning, account aggregation, client onboarding, etc.
RightCapital alternatives
8
AngelList VenturePaid
AngelList Venture is an investment opportunity platform that offers you the portfolio of potential startups and guides you to invest in the potential opportunities. It provides you with a complete report of the risk involved in each opportunity along with the estimated return. You can also analyze and compare the various profile and investment products and conduct the different statistical operations to get multiple perspectives. This platform covers the aspects for investors such as rolling funds, managed funds, and syndicates.
It offers various options for the fund managers which are venture funds, syndicates, etc. You can easily calculate the rolling funds, traditional funds, and VC fund performance through its calculator. Moreover, the funders can access the options like roll-up vehicles and angellist Stack. It is supported by more the 10 billion assets and offers you complete guidance in your investment journey. If you want to invest in potential and futuristic opportunities, then AngelList Venture covers everything for you.
AngelList Venture alternatives
9
TOGGLEPaid
TOGGLE is an advanced-level web-based software solution that is used to invest in a new opportunity with low risk involved and higher returns. It allows you to discover new ideas because it is supported by more than thirty-five thousand assets. You can use its various filters to find the best ideas such as region, asset, sector, class, drivers, market cap, the risk involved, return percentage, and many others. The best feature of this software is that it offers you real-time data after monitoring and analyzing the market data, which you can use to make final decisions.
It allows you to get the information related to stocks and other new updates and it automatically filters the unwanted and non-relative information. Moreover, you can use this software to test the various scenarios such as the effects of inflation rates, oil prices, etc. Therefore, TOGGLE covers all the features which help and guides you to invest in a potential opportunity and find the hidden risks.
TOGGLE alternatives
10
ReconAdvantagePaid
ReconAdvantage is portfolio management software that is now available as Portfolio Shop and provides you with large features and tools to manage and control the investment products as well as portfolio. It allows you to access the reports and statistical data which you can use to estimate the risk and return for each investment opportunity. This is a cloud-based solution and you can access the information from any remote location. Its implementation and maintenance are quite simple and your IT team can easily handle its issues.
Its other solutions and services include risk management, client reporting, performance measurement, shadow accounting, and also seamlessly outsourced the accounting for portfolio. Moreover, you can find the hidden risk for each investment and estimate the return against the risk involved. Therefore, it is the best portfolio management solution because it covers all aspects and is easy to use.
ReconAdvantage alternatives
11
iBalancePaid
iBalance is a financial service software now available as Croesus that is used to manage a wide range of portfolios and provides you the suggestions to invest in new opportunities. It allows you to find the risk in any investment opportunities and provides you the suggestions to minimize the risk. You can easily estimate the return on each investment before making the final decisions. This software allows you to easily share your data with your team members through its API interface which is robust and user-friendly.
It offers you the forecasting options and trends analysis which you can use to manage the various portfolios effectively. Moreover, you can get the training options along with the training webinars and videos. If you are looking for investment software that offers you complete guidance and training, then this software would be the best option in its category.
iBalance alternatives
12
CubitsPaid
Cubits is a financial service software solution that is now available as Synertree that allows you to manage, control and automate the financial and investment operation. It provides you with a risk-free environment and helps you to invest in potential opportunities. You can access its reports and seamlessly customize them based on the needs and requirements of the clients. Its dashboard is quite comprehensive and offers you accurate data which you can use to make your business decisions in real-time.
It provides you with financial modeling features that you can use to align all your administrative tasks along with the operations of planning management. Moreover, you can develop a powerful data management system along with data analytics and financial models. Cubits are the best option in its category and its other amazing features are algorithm builder, optimizer, asset optimization, financial profiling, equity research, variance analysis, product management, value-chain sourcing, ETF management, momentum tests, and many others.
Cubits alternatives
13
TamaracPaid
Tamarac is an intelligent and advanced-level software solution that offers you a wide range of features to manage financial and investment activities and allows you to maintain the investment portfolios effectively. It comes with strong reporting capabilities and can provide you with dynamic reports that you can personalize based on every client’s needs and requirements. You can also get the PDF reports which you can easily download, share and email to other team members and clients. Its dashboard displays the information which is necessary to make the decisions quickly.
It is an integrated solution and offers you complete services. The other remarkable features are new client onboarding, account opening, and closing, updating beneficiary, lead pipelines, reminders, firm valuation, client profile, COI profile, revenue, RMD planning, tracking leads, etc. Therefore, Tamarac is a simple and complete software solution and offers you the complete guide to invest in potential opportunities.
Tamarac alternatives
14
LedgexPaid
Ledgex is an all-in-one financial management software that offers you various financial solutions to manage and control financial activities through a single screen. It comes with the general ledger solution which you can use to automate all your ledger entities and provides you with account charts that are customizable. You can use the general ledger solution for interactive general ledgers, reporting, data exports, full audit trail, full site integration, etc. Its performance and analytics solution helps you to track the performances in real-time and offers you complete asset support.
It allows you to track the private investments along with the data exports and full audit trails. Moreover, its liquidity solutions provide you with a wide range of features such as regular and irregular frequency, hard and soft locks, purchase liquidity options, fund level gates, liquidity alerts. Therefore, Ledgex is the best and most complete software solution in its category and it provides you with solutions which are based on accurate results and analysis.
Ledgex alternatives
15
TykrPaid
Tykr is closed-source cloud-based application software that facilitates you by providing one of the best tools to manage the investment effectively. It is an all-in-one software that offers you the educational material to understand different techniques and phases used in the stock market and investment opportunities. You can easily find the investment within thirty seconds and it is supported by more the twenty thousand international stocks.
It allows you to understand the risk involved in every opportunity along with the estimated return. Moreover, you can conduct various analyses on the opportunities and find the best one. You can become a part of its community and share your thought and opinions with each other. It allows you to create your own list to track your interested stocks. Therefore, Tykr is the best option in its category because of its simple, easy-to-use, and flexible features and tools.
Tykr alternatives
16
AccounTrex
AccounTrex is a web-based service software that helps you to automate the portfolio management solution and reduce the other administrative and back-office activities. It provides you with the portfolio management database which is centralized and you can easily download the various data files such as balance sheets, transaction data, etc. It offers you reports and stats which are based on the real market situation and helps you to make the decision in real-time.
It allows you to minimize the risks environment and helps you to tackle the hidden and unwanted situations in the investment journey. You can use this software to measure the risk involved and estimate the return based on each risk. Its implantation and maintenance are easy and the dashboard is quite comprehensive. Hence, AccounTrex is the best option due to its easy-to-use features and accurate results.
AccounTrex alternatives
17
KhataBookPaid
KhataBook is comprehensive digital software that allows you to manage your business process and personal ledgers right on your phone and computers. The software is remarkable in its approach that is giving capabilities to your small business. You have all the details of your credit or debit for every customer, so stay ahead with the stress-free business.
The software is making businesses have faster returns on credits with the best in class payment reminder feature. This automated SMS is sent to your customer whenever a transaction is recorded. Make your business always on time with the day to day account update, and you have multiple language support, so comfortable to use with your current language. There are multiple features on offer edit customer information, edit old transactions, easy backup, complete KYC, easy backup, restore data, anywhere access, and more to add.
KhataBook alternatives
18
Working PapersPaid
Working Papers is a highly sustainable project management software that is eliminating all the paper. There is no need to look for the paper because you have everything on your screen to plan, perform, and review. The software provides complete customization with the templates and has been significant in creating documents for the tax returns. The key features are easy collaboration, intelligent reporting, simple document management, seamless importing and exporting, rolling forward files, creating, assigning, and tracking issues, monitoring all the to-do lists, and adding more.
Working Papers is integrating with multiple platforms covering all the needs for conducting assurance and reporting engagements. Working Papers provides you a one-stop location for your data that will permit real-time collaboration, online review, efficient clean-up, direct scanning, sophisticated lock-down, and more. Furthermore, you can access all the information you need during an engagement linked with the data, ensuring that the changes are happening to the related documents.
Working Papers alternatives
19
TractionToolsPaid
TractionTools is a functional software platform for EOS Traction that allows you to make productivity fly high with easy management of EOS. This efficient software is the way to get done with your business’s most important aspects, and users have a complete package with unlimited training and support.
TractionTools provides reliable support with level 10 meetings that will let teams do all the preparation work for you a. There is also a possibility for a one-on-one meeting, which enables you to align your team members with check-ins, issues lists, and more.
TractionTools has streamlined your workflow with the to-do lists and IDS to identify the issues, discuss them, and proposed a solution. There are multiple features to look forward to data tracking, set quarterly goals, complete accountability with the chart, V/To tool, long-lasting meeting impact, and more to add.
TractionTools alternatives
20
CreditsafePaid
Creditsafe is an all in one platform that allows an organization to credit check potential customers and suppliers in seconds. It is necessary to protect your business with each customer, maintaining a good business portfolio, and understanding the credit risk associated with each customer. Creditsafe is dispensing comprehensive credit reports on individuals from all over the world. Finance and credit teams have all the tools and analytics that allow you to make more unique decisions with credit risk solutions.
Multiple things are looking forward to company credit reports, bank verification checks, ledger management, antimony laundering, tracing and investigation, customer credit reports, debt collection, and more to add. Besides, you have multiple API integrations and the marketing data for data cleansing and CRM.
It is all about delivering the right message to the audience at the right time. It is possible with Creditsafe because you have a complete hold on your customer and prospect, making sales and marketing to discover more opportunities. Moreover, the software makes customer onboarding extremely robust, so you have more improved compliance and customer verification with reduced drop-off rates with real and effective compliance checks.
Creditsafe alternatives
21
MoneyGuideProPaid
MoneyGuidePro is an all in one web-based software designed for financial and retirement planning that makes your life goals come true for sure. The software comes with easy tax planning having virtual illustration strategies, so your client will never be overwhelmed by the complexities. The dynamic configuration permits you to build and scale with the strategy that you need the most. MoneyGuidePro is turning the bench with sophisticated solutions and smart assumptions that will ultimately help advisors have navigation to get done with complex financial tasks.
The worksheet features permit you to change the five scenarios in one place and do not take the overhead of the security optimization because you have the best plan that will pay you the most out of it. The other key features are detailed and customizable executive summary, action items, detailed plan analytics, custom template reports, risk management, estate planning, custom CMA’s, and more to add.
MoneyGuidePro alternatives
22
CCH IntelliconnectPaid
CCH Intelliconnect is an efficient search engine that is providing you rich search results in real-time. This utility permits your capability to work smarter, nimbler, and with great confidence that you will extract the best results out of it via having relevant search results all the time.
You have a much more improved experience now with the former pre-released testing that will promise a seamless transition. The search engine tool paves your way to future functionalities, so continue to extend, evolve, and grow faster. The key features are intuitive and modern design, more optimized search navigation, complete results layouts for instant document finding, quick start guides, and more to add.
CCH Intelliconnect alternatives
23
Amazing MarvinPaid
Amazing Marvin is a customizable task management software that enables you to enhance your workflow with the proper strategical approach. The software comes with all the tools and features that will let you easily get a rich to-do list in place. There is also a reminder service for you if you forget to do your task; there is a notification that will remind you of the due work.
This software makes it possible for you always to stay productive and more organized in terms of your work and surfaces the system that completely works for you. There are multiple features on offer: nested categories and projects, data planner, calendar sync, due dates, recurring tasks and projects, time tracking, built-in timers, custom sidebar, time estimations, and long-term planning, matrix supports, notes, and more to add.
Amazing Marvin alternatives
24
QuickBooksPaid
QuickBooks is an accounting program suite developed and marketed by Intuit. Intuit has incorporated some web-based attributes into QuickBooks, including distance access potentials, remote payroll assistance, and outsourcing, electronic payment functions, online banking and resolution, mapping attributes through association with Google Maps.
It also offers marketing options through Google and enhanced e-mail services through Microsoft Outlook and Outlook Express. QuickBooks is not about running your finance only but to run your whole business. QuickBooks is mainly designed for small to medium-size businesses for keeping the record and management of their entire business financial life.
The recent version of QuickBooks is integrated with cloud synchronization features that let the users maintain their financial records in the cloud and access it from any time anywhere. Some of the key advantages of QuickBooks are online access from anywhere, tracking expenses, automatic backup of data, tracking sales & income, and creating & sending invoices.
QuickBooks alternatives
25
BeanworksPaid
Beanworks is powerful accounting software that helps accounting teams get an invoice to payment faster through AP automation. It is a cloud-based platform that uses automatic data entry to pull invoice data into a secure and intuitive dashboard. Its dashboard is quite simple and easy to use; you can easily access all tools and features without limitation.
The best thing about this tool is that it offers a customization system and allows you to easily create your custom setting that depends on your needs that make it better than others. Invoice is then routed for easy approvals from your computer or mobile devices. All the approved invoices can then be paid by virtual credit card to earn cash-back rebates and direct deposit by ACH or EFT.
The completed transactions and invoices are securely stored in the cloud for more than seven years, which means no more paperwork filing. Beanworks is a comprehensive accounting tool that comes with all the significant features. Such as audit trail, workflow, transaction monitor, custom reports, invoice approvals, electronic payment, expense tracking, financial analysis, etc.
Beanworks alternatives
26
Bill.comPaid
Bill.com is a leading digital business payment platform that creates simple A/P and A/R solutions. It is one of the quickest-growing payments networks in the United States that enable more than 200,000 users to pay and get paid countless bills that are worth billions of dollars. The network provides features for small to medium businesses, effective and simple online bill payment, custom invoicing, unlimited document storage, and workflow collaboration.
The platform also allows the ability to access the back office from anywhere in the world using any smartphone device. It is uniquely located in the heart of business payments, banks, and accountants on all the fastest-growing payments networks. Bill.com also helps customers through its efficient, direct bank and accountant channels, bringing together systems, documents, and the people to redefine how business payments should be made.
The most addictive thing about this platform is that the Bill.com app offers a scheduling feature that allows you to schedule bills to be paid with any device. Bill.com app also includes core features such as easy record payments, unlimited document storage, pay vendors, review cash flow, email personalized invoices, and much more. Overall, Bill.com is one of the digital business payment platforms as compared to others.
Bill.com alternatives
27
ReadSoftPaid
ReadSoft is a leading cloud-based software platform that is evolving with its cloud-based invoicing process. The platform is making the workflows extremely nimbler with its power invoice automation in the cloud online. Organizations with ReadSoft have reduced processing costs, much more improved supplier relationships, faster cycle times, and professional cash management. There are multiple benefits of using ReadSoft online that include get more accurate financial data, reduce risk, achieve better financial compliance, a pre-built dashboard that will, in turn, let you quickly access insights, and more.
You can bring productive results to your whole finance department with its level best PO, non-PO invoice data processing, which means you have the possibility to transform accounts payable into a sustainable, clear, and planned business unit. Moreover, you also have the leverage of SaaS, which is monitored continuously by a professional cloud operation team. The key features are integrated machine learning, automated invoice purchase order, approval workflow, GL coding, image storage, advanced analytics, integrated ERP, multi-currency and multilingual support, user-friendly interface, multi-tenancy, and much more.
ReadSoft alternatives
28
AirbasePaid
Airbase is a spend management software for businesses based on the cloud that allows organizations to complete control over every dollar spent. The software provides you with unified management that will automatically handle approval, corporate cards, accounting, real-time reporting, and bill pay. Airbase is the ultimate choice for your business to manage all the bills and pay them with an online gateway and make a more informed decision that will let your business to extract more productivity out of it.
When it comes to automating your accounting, then there is nothing best other than Airbase because it categories all the transactions and uploads them to the GL, which means you have real-time reconciliation for sure. There are multiple features to look forward to supporting for virtual and corporate cards, capture invoices, secure payment transfer, robust kick to ACH payments, rich spend reporting, and integrations with the multiple channels to have more streamlined accounting.
Airbase alternatives